Introduction
Welcome
Class Objectives
Upon completing this class, you will be able to:
Navigate in SAP
Display /change customer master record
Display customer account information
Display /change documents
Create manual Invoice & Credit Note
Class Objectives continued
Run the payment program for vendors
Manually reconcile account statement
The SAP R/3 System
SD
Sales &
Distribution
FI
Financial
Accounting
MM
Materials
Mgmt.
PP
Production
Planning
CO
Controlling
R/3
Client / Server
QM
Quality
Mgmt.
PM
Plant
Maintenance
HR
Human
Resources
ABAP/4
AM
Fixed Assets
Mgmt.
PS
Project
System
OC
Office &
Communication
IS
Industry
Solutions
Agenda
SAP
SAPOverview
Overview
Customer
Customermaster
masterrecord
record
Customer
Customeraccount
account
Documents
Documents
Manual
Manualinvoices
invoices
Agenda
Logging
Loggingon
on
and
andoff
off
SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features
Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility
User
Userdefaults
defaults
Objectives
At the end of this chapter you will be able to:
Log on and off
Describe SAP icons and toolbars
Use transaction codes as well as the menu to
navigate
Use match codes to identify customer numbers
Use online help to display SAP help
Set up some user defaults
Agenda
Logging
Loggingon
on
and
andoff
off
SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features
Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility
User
Userdefaults
defaults
Logging onto SAP R/3
Enter the relevant client
User ID
Password
010
Changing a Password
Logging Off SAP R/3
Click on the exit icon
until the log off
dialogue box appears
Review
What information is required in order to logon to SAP?
What are the possible ways to log off SAP?
Agenda
Logging
Loggingon
on
and
andoff
off
SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features
Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility
User
Userdefaults
defaults
Standard Screen Features
Title Bar
Menu Bar
Tool Bar
Button Bar
Main SAP icons
Review
What information does the title bar gives you?
What is the
icon allows you to do?
Agenda
Logging
Loggingon
on
and
andoff
off
SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features
Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility
User
Userdefaults
defaults
Organisation of the SAP std
menu
Accounting
Financial accounting > AR
To post payments
To record manual invoices
To display documents (invoices payments)
To display account information
To perform refunds
To perform write off
Treasury > Cash Management
To post check payments
To reconcile bank statements
Information systems (reporting)
Accounting
Cash management
System
Services > Reporting
Services > Batch input
Own spool request
Help
Multiple Sessions
Fast Access to Transactions
Command field
Transaction code
/n - Close session first
/o - Open new session
Review
How can you identify the code for a transaction ?
What are /n and /o codes used for ?
Agenda
Logging
Loggingon
on
and
andoff
off
SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features
Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility
User
Userdefaults
defaults
Match codes
A tool to search the R/3 database for a specific records:
Customers
General ledger accounts
Accessing a Matchcode
Click in the required field
then click on
or press [F4]
choose the best tab
enter the information you have available
On-Line Help
or [F1]
Field Definition *
Help menu
System Messages
* The field must be selected
System Messages
Message Type
Action
I - Information
Check and change data if required then,
press [Enter] to proceed
W - Warning
Check and change data if required then,
press [Enter] to proceed
E - Error
Correct data entry to proceed
A - Abend
An abnormal end has occurred,
notify the system administrator
Review
What is the down arrow at a field for ?
Where are SAP messages displayed ?
Agenda
Logging
Loggingon
on
and
andoff
off
SAP
SAPOverview
Overview
SAP
SAPscreen
screen
features
features
Navigating
Navigating
ininSAP
SAP
Online
Onlinehelp
help
and
and
Search
Searchfacility
facility
User
Userdefaults
defaults
User defaults
Allows some user specific settings:
Printers (if user sets it to LOHP, their
printing will automatically get
printed to their default printer
setup in Windows)
Logon language
Date format
Amount format
Logon menu
Default field entries
Review
What is the menu to display user own data?
Demonstration and exercises
Question / answers
